Personal Banker II - Client Solutions & Growth

STAR Financial Bank; Carmel (IN); On-site; USD 32,000 - 52,000; Full time

Benefits offered by this job

Medical Coverage

Vision Coverage

Dental Coverage

Dependent Care Account

Health Savings Account

Prescription Drug Plan

Employee Wellness Initiatives

Disability Insurance

Life Insurance

Tuition Reimbursement

Bonus Program

401k with employer match

Paid Time Off

Job summary

STAR Financial Bank is seeking a Personal Banker to interview customers, open new accounts, and resolve inquiries. You will communicate with clients in person or by phone to tailor STAR’s banking solutions to their needs and complete account maintenance promptly.

The role requires generating new business, assisting with consumer loans, and serving as a frontline contact for walk-in inquiries. This is an on-site position with comprehensive benefits and opportunities for growth.

Qualifications

• Proven sales ability to identify and recommend varying solutions.
• Ability to provide superior customer service through face to face and phone conversations.
• Demonstrated technical ability to perform required duties and the ability to keep current on new products, loan promotions, and all services offered.
• Proven critical thinking and problem solving skills.
• Excellent oral and written communication skills.
• Ability to consistently apply policies and procedures.
• Strong attention to detail.
• Strong organizational skills.

Responsibilities

• Initiates and conducts interviews with all customers.
• Provides superior customer service including the opening of new accounts and resolution of client inquiries.
• Communicates with customers and potential customers either in person or on the phone to gather information for evaluation and recommendation of STAR’s banking solutions to best fit the client’s needs.
• Completes all account maintenance issues in a timely manner.
• Evaluates and responds timely to a wide variety of client issues either through direct personal action or referral to the proper source.
• Initiates new accounts such as savings, IRAs, certificates of deposit, money market, preferred liquidity, etc. for both personal and business accounts.
• Provides customers with information on deposit accounts, rates, fees, restrictions, and assists with other services.
• Maintains and updates knowledge relating to changes in Bank products, services and procedures.
• Generates new business to assist in meeting establishment profitability goals.
• Generates, completes, and closes consumer loans.
• Participates as lead internal contact for walk-in client sales inquiries.

Skills

Sales ability

Customer service

Technical ability

Critical thinking

Oral and written communication

Policy compliance

Attention to detail

Organization

Windows-based systems

Tools

Windows-based systems

Job description

STAR Financial Bank is seeking a Personal Banker to interview customers, open new accounts, and resolve inquiries. You will communicate with clients in person or by phone to tailor STAR’s banking solutions to their needs and complete account maintenance promptly.

The role requires generating new business, assisting with consumer loans, and serving as a frontline contact for walk-in inquiries. This is an on-site position with comprehensive benefits and opportunities for growth.